INVESCO DORSEY WRIGHT EMERGI (PIE) Institutional Shareholders
INVESCO DORSEY WRIGHT EMERGI (PIE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $115.85M in PIE holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of PIE tracked by InsiderSet, reporting ownership valued at approximately $25.42M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.10M, representing an estimated gain of +14.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed PIE value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Wells Fargo & Company/Mn, Newsquare Capital Llc, and several other long-term asset managers with concentrated positions in INVESCO DORSEY WRIGHT EMERGI (PIE).
This page ranks the largest institutional PIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$115.85M
Largest Holder
Raymond James Financial Inc
Largest Position
$25.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 976,462 | $25,417,306 | $29,101,985 | +$3,684,679 | +14.50% | |
| Wells Fargo & Company/Mn | 0.00% | 904,201 | $23,536,352 | $26,948,355 | +$3,412,003 | +14.50% | |
| Newsquare Capital Llc | 0.90% | 361,283 | $12,065,118 | $10,767,498 | -$1,297,620 | -10.76% | |
| Lpl Financial Llc | 0.00% | 269,594 | $7,017,533 | $8,034,845 | +$1,017,312 | +14.50% | |
| Morgan Stanley | 0.00% | 252,755 | $6,579,245 | $7,532,984 | +$953,739 | +14.50% | |
| Maltin Wealth Management, Inc. | 2.01% | 180,244 | $6,019,287 | $5,371,902 | -$647,385 | -10.76% | |
| Ubs Group Ag | 0.00% | 167,100 | $4,349,613 | $4,980,165 | +$630,552 | +14.50% | |
| Jane Street Group, Llc | 0.00% | 150,000 | $3,904,500 | $4,470,525 | +$566,025 | +14.50% | |
| Prospera Financial Services Inc | 0.06% | 115,122 | $3,844,304 | $3,431,039 | -$413,265 | -10.75% | |
| Royal Bank Of Canada | 0.00% | 73,019 | $1,901,000 | $2,176,222 | +$275,222 | +14.48% | |
| Envestnet Asset Management Inc | 0.00% | 67,653 | $1,761,015 | $2,016,296 | +$255,281 | +14.50% | |
| Stifel Financial Corp | 0.00% | 62,332 | $1,622,648 | $1,857,712 | +$235,064 | +14.49% | |
| Pfg Investments, Llc | 0.05% | 40,343 | $1,347,270 | $1,202,363 | -$144,907 | -10.76% | |
| &Partners | 0.01% | 39,235 | $1,021,287 | $1,169,340 | +$148,053 | +14.50% | |
| Trueblood Wealth Management, Llc | 0.35% | 30,217 | $1,009,093 | $900,572 | -$108,521 | -10.75% | |
| Morganrosel Wealth Management, Llc | 0.38% | 36,590 | $952,438 | $1,090,510 | +$138,072 | +14.50% | |
| Private Advisor Group, Llc | 0.00% | 24,110 | $805,168 | $718,562 | -$86,606 | -10.76% | |
| Mml Investors Services, Llc | 0.00% | 29,733 | $773,956 | $886,147 | +$112,191 | +14.50% | |
| Citadel Advisors Llc | 0.00% | 27,640 | $719,469 | $823,769 | +$104,300 | +14.50% | |
| Equitable Holdings, Inc. | 0.00% | 29,741 | $703,036 | $886,386 | +$183,350 | +26.08% | |
| Goldman Sachs Group Inc | 0.00% | 23,672 | $616,182 | $705,508 | +$89,326 | +14.50% | |
| Del-Sette Capital Management, Llc | 0.36% | 18,387 | $614,038 | $547,997 | -$66,041 | -10.76% | |
| Barometer Capital Management Inc. | 0.21% | 23,100 | $601,293 | $688,461 | +$87,168 | +14.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,776 | $593,630 | $529,787 | -$63,843 | -10.75% | |
| National Bank Of Canada | 0.00% | 21,095 | $546,993 | $628,705 | +$81,712 | +14.94% | |
| Kingsview Wealth Management, Llc | 0.01% | 19,427 | $505,678 | $578,993 | +$73,315 | +14.50% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,488 | $481,246 | $551,007 | +$69,761 | +14.50% | |
| Lunt Capital Management, Inc. | 0.17% | 13,795 | $460,687 | $411,139 | -$49,548 | -10.76% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 17,195 | $447,573 | $512,471 | +$64,898 | +14.50% | |
| Ep Wealth Advisors, Llc | 0.00% | 14,983 | $390,007 | $446,546 | +$56,539 | +14.50% | |
| Nicholson Wealth Management Group, Llc | 0.22% | 10,919 | $364,640 | $325,424 | -$39,216 | -10.75% | |
| Steinberganna Wealth Management | 0.17% | 13,269 | $345,381 | $395,463 | +$50,082 | +14.50% | |
| Benjamin Edwards Inc | 0.00% | 10,044 | $335,465 | $299,346 | -$36,119 | -10.77% | |
| Iht Wealth Management, Llc | 0.01% | 12,788 | $332,864 | $381,127 | +$48,263 | +14.50% | |
| Private Advisory Group Llc | 0.02% | 12,088 | $314,651 | $360,265 | +$45,614 | +14.50% | |
| Ewa, Llc | 0.06% | 9,405 | $314,082 | $280,302 | -$33,780 | -10.76% | |
| Jones Financial Companies Lllp | 0.00% | 11,732 | $300,515 | $349,655 | +$49,140 | +16.35% | |
| Cetera Investment Advisers | 0.00% | 11,538 | $300,334 | $343,873 | +$43,539 | +14.50% | |
| Onedigital Investment Advisors Llc | 0.00% | 11,207 | $291,718 | $334,008 | +$42,290 | +14.50% | |
| Stonex Group Inc. | 0.01% | 9,902 | $257,748 | $295,114 | +$37,366 | +14.50% | |
| Heirloom Wealth Management | 0.04% | 9,461 | $246,270 | $281,971 | +$35,701 | +14.50% | |
| Davenport & Co Llc | 0.00% | 7,137 | $238,331 | $212,708 | -$25,623 | -10.75% | |
| Cwm, Llc | 0.00% | 8,554 | $222,661 | $254,939 | +$32,278 | +14.50% | |
| Creative Planning | 0.00% | 7,862 | $204,642 | $234,315 | +$29,673 | +14.50% | |
| Institute For Wealth Management, Llc. | 0.02% | 5,766 | $192,551 | $171,847 | -$20,704 | -10.75% | |
| Citigroup Inc | 0.00% | 6,486 | $168,837 | $193,306 | +$24,469 | +14.49% | |
| Osaic Holdings, Inc. | 0.00% | 5,799 | $150,945 | $172,830 | +$21,885 | +14.50% | |
| Fifth Third Bancorp | 0.00% | 5,510 | $143,425 | $164,217 | +$20,792 | +14.50% | |
| Umb Bank, N.A. | 0.00% | 4,890 | $127,287 | $145,739 | +$18,452 | +14.50% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,393 | $114,352 | $130,927 | +$16,575 | +14.49% |
Frequently asked questions about PIE
Who owns the most PIE stock?
The largest holders of PIE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO DORSEY WRIGHT EMERGI (PIE).
Is PIE widely held by superinvestors?
Many widely followed stocks like PIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PIE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.